Add Notes

The Add Notes section enables you to include notes in records. To add notes, perform the following procedure:

1. Click button from the Notes

The Notes – Add page is displayed.

2. Enter the note title in the Title
3. Enter the required notes in Notes
4. Pick the note date by clicking the Notes Date field and selecting the required date from the calendar.
5. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
6. Click button to save the note.

You can also click  button to save the note and add another note.